


Point.Shift Email Formats
Financial Services • Toronto, Ontario, Canada • 1-10 Employees
Point.Shift Email Formats
Point.Shift uses 1 email format. The most common is {first name} (e.g., john@point-shift.ca), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@point-shift.ca | 100% |
Key Contact at Point.Shift
Sean Seurattan
Director of Development and Facilitation
Company overview
| Headquarters | Toronto, Ontario M3C 3T9, CA |
| Website | |
| NAICS | 52 |
| Keywords | Education, Human Capital, Compliance, Practice Management, Consulting, Mental Health, Psychotherapy, Compliance Ce Credits, Firm Element |
| Employees | 1-10 |
About Point.Shift
Practice Management for wealth professionals. Specializing in the emotional intersection between wealth professionals and the clients they serve. ** Respected Education Partner of Dynamic Funds** Point.Shift helps advisors, branches, or dealers learn how to work with the emotions and feelings that come with working with money. Whether it's: * understanding why your clients are the way they are * helping you with the emotional pieces of YOUR emotional business * helping create succession plans, * clarifying who your client base is / will be I work with individual advisors, branches, and dealers/HO to create actionable learning opportunities and solutions that facilitate improved client relations & retention along with improved risk mitigation. If you're not sure if we can help, ask! Chances are, we can. 30 min free consultation!
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Point.Shift has never raised funding before.
Point.Shift Tech Stack
Discover the technologies and tools that power Point.Shift's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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